Some stuff I am reading today morning:
Economic Survey says all is well (Manas Chakravarty)
Tata Steel to buy govt stake in Neelachal Ispat (BS)
Stock Talk: Nykaa (FE)
Thread: Sona Comstar (Intrinsic Compounding)
My only ever short thesis (Anand Sridharan)
The market is the greatest critic (Semil Shah)
Shooting oil in a barrel (Doomberg)
The Rules (TRB)
What the hell are NFTs and what do they mean for art? (Irish Times)
Crypto Currency is a giant Ponzi scheme ( Sohale Mortazavi)
Some stuff I am reading today morning:
FPIs pull out Rs.28,243 Cr from Indian Equities in Jan (BT)
Bad Bank takes off (FE)
Reliance’s $75 Billion plan to make India a hydrogen hub (BS)
China takes the lead in hydrogen electrolyzers (CNBC)
How FMCG firms are dealing with Covid (Rediff)
The market is savage (Irrelevant Investor)
The high cost of an easy job (Nick Maggiulli)
We’ve seen this Fed movie before (Daily Reckoning)
Thread: What the best D2C P&Ls look like (Fan Bi)
Thread: 15 Investing Value Bombs from Yen Liow (Max Koh)
Here are the most clicked items on Alpha Ideas this week:
The rise & rise of Gautam Adani ( AI )
Car Trade : ESOP Vehicle ( AI )
UPL : Zaroorat Hai ( AI )
Religare : Gajab Bejatti ( AI )
Scary side of ‘Super Quality Stocks’ (Monarch)
Banaras Beads : Glass se Godown Tak ( AI )
Oceanic Foods : Kabhi Haan, Kabhi Naan ( AI )
Big Skills ( Morgan Housel )
Thread : Boat is not a sustainable company ( Kush Agarwal )
PSUs : The underdogs ( BI )
